Canandaigua National Trust Co of Florida
BankPosition in CRM — Salesforce, Inc.
CIK 1471384
CANANDAIGUA, NY
Position in CRM
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$769,453
-$85,941 QoQ
Shares Held
4,122
+27.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Canandaigua National Trust Co of Florida holds $2,182,558 across 3 Software - Application names. CRM ranks #1 (35.3% of the industry book) .
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $769,453 | 4,122 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $855,394 | 3,229 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $819,546 | 3,458 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $889,514 | 3,262 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $858,752 | 3,200 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,049,796 | 3,140 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $860,817 | 3,145 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||